Caterpillar shares owned by Capital Square
Historical chart of Capital Square investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Capital Square
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $764k | 1.6k | 477.32 |
| 2025-06-30 | $671k | 1.7k | 406.06 |
| 2025-03-31 | $545k | 1.7k | 329.72 |
| 2024-12-31 | $735k | 1.8k | 407.76 |
| 2024-09-30 | $661k | 1.7k | 391.25 |
| 2024-06-30 | $698k | 2.0k | 347.97 |
| 2024-03-31 | $750k | 2.0k | 366.53 |
| 2023-12-31 | $605k | 2.0k | 295.68 |
| 2023-09-30 | $542k | 2.1k | 259.29 |
| 2023-06-30 | $515k | 2.1k | 246.12 |
| 2023-03-31 | $293k | 1.4k | 209.26 |
| 2022-12-31 | $368k | 1.5k | 239.65 |
| 2022-09-30 | $251k | 1.5k | 163.62 |
| 2022-06-30 | $274k | 1.5k | 178.62 |
| 2022-03-31 | $788k | 3.5k | 222.66 |
| 2021-12-31 | $787k | 3.6k | 219.65 |
| 2021-09-30 | $696k | 3.6k | 194.25 |
| 2021-06-30 | $328k | 1.6k | 210.53 |
| 2021-03-31 | $383k | 1.7k | 230.31 |
| 2020-12-31 | $354k | 1.9k | 181.72 |
| 2020-09-30 | $299k | 2.0k | 148.76 |
| 2020-06-30 | $278k | 2.2k | 126.42 |
| 2020-03-31 | $252k | 2.2k | 115.86 |
| 2019-12-31 | $295k | 2.0k | 147.57 |